Ts Not From a Designated Roth Account YOUR ROLLOVER OPTIONS You are receiving this notice because all or a portion of a payment you are receiving from your employer’s retirement savings account (the “Plan”) is eligible to be rolled over to an IRA or an employer plan. This notice is intended to help you decide whether to do such a rollover. This notice describes the rollover rules that apply to payments from the Plan that are not from a designated Roth account (a type of account with specia.
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How to fill out the AFPlanServ AFPS-102 online
The AFPlanServ AFPS-102 form is essential for authorizing distributions or rollovers from your employer's retirement plan. Completing this form online is a straightforward process with clear steps to guide you through each required field.
Follow the steps to fill out the AFPlanServ AFPS-102 online:
- Press the ‘Get Form’ button to access the AFPlanServ AFPS-102 and open it in your online editor.
- Provide your participant information in Step 1. Fill in your full name, social security number, date of birth, mailing address, home phone number, city, state, zip code, work phone number, and employer details.
- In Step 2, select the distributable event that applies to you. You will need to mark the appropriate box and include the date, if relevant. Ensure you review the options carefully to determine your eligibility.
- Step 3 requires you to specify the source of assets. Indicate the name of the provider you wish to take the distribution or rollover from, as well as the relevant account or policy numbers.
- If you are rolling over assets, move to Step 4. Here, indicate the name of the provider or institution receiving the rollover. Choose the correct account type from the options available, and specify the account or policy numbers.
- In Step 5, you will acknowledge the information by signing and dating the form. This requires your electronic signature and the date of submission.
- After carefully reviewing your entries, you can save your changes, and choose to download, print, or share the completed form as necessary.
Complete your AFPlanServ AFPS-102 form online today for efficient processing.
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AFPlanServ™. P.O. Box 269008 · Oklahoma City, OK 73126 · Toll Free 1-866-560-6415 ·...
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